Tallahassee, FL Pinewood Dr Office
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LPL Enterprise
Institution
Firm-wide stats for LPL Enterprise
About
LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base that includes individual and high‑net‑worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities through a network of investment adviser representatives (IARs). Services described in the brochure include financial planning and consulting, access to third‑party asset managers and TAMPs, and participation in the Model Wealth Portfolios wrap program; LPLE also operates as a broker‑dealer and facilitates insurance product sales through affiliated entities.
Investment implementation is typically model‑driven: LPLE and its IARs use model portfolios developed by LPL’s Research Department, third‑party Portfolio Strategists, or TAMP sponsors, with discretionary authority granted for MWP and, as specified, to TAMP sponsors or subadvisors. Financial planning engagements are generally point‑in‑time and non‑discretionary, and the firm does not accept performance‑based fees.
Noteworthy differences from many peers include LPLE’s prominent role in non‑securities products and services disclosed in the brochure — affiliated trust custody and trustee services (PTC and FTC), an affiliated insurance agency that receives commissions, and participation in a collateralized lending program (LPL’s Secured Credit Account) in which LPL may act as lender. The brochure also makes clear that LPLE primarily provides access to and referrals for third‑party managers rather than operating a formal “selection of other advisers” program, and its disclosures do not include hypothetical performance presentations.
Based on LPL Enterprise
Location
281 Pinewood Dr
Tallahassee FL 32303
Advisors at this office
3
Advisors at this office
Steve H
Series 66
Tallahassee, FL
LPL Enterprise
Steve Halsell is a financial advisor with LPL Enterprise in Tallahassee, FL, holding the Series 66 designation and 21 years of industry experience. He previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Morgan Stanley DW Inc. He is also a business owner of Halsell Laffitte LLC. LPL Enterprise serves a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities, offering financial planning, access to third-party asset managers, and model-driven investment solutions.
Morgan L
Series 63, Series 65
Tallahassee, FL
LPL Enterprise
Morgan Laffitte is a financial advisor with LPL Enterprise in Tallahassee, FL, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. He serves as a non-profit board member of the Pinewood Professional Office Condo Association. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, offering access to third-party asset managers and wrap programs, and includes services in insurance, trust custody, and collateralized lending.
Elizabeth J
Series 66
Tallahassee, FL
LPL Enterprise
Elizabeth Jackson is a financial advisor at LPL Enterprise with Series 66 registration and one year of industry experience. Prior to joining LPL Enterprise, she worked at WestEd and Leon County Schools for a total of 13 years. She serves as a board member on the Leon County Library Advisory Board. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.
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